Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
1.43%
6 Months
8.11%
0.81%
1 Year
−2.73%
7.79%
3 Years
11.42%
9.10%
5 Years
12.09%
—
Since Inception
13.75%
17.42%
Fund Age
5 yrs 5 mo
8 yrs 11 mo
AUM
₹205.48 Cr
₹342.11 Cr
Alpha – 1 Year
−5.71%
3.07%
Alpha – 3 Years
−0.47%
−2.99%
Information Ratio – 3 Years
-0.07
0.29
Volatility – 1 Year
23.93%
17.73%
Volatility – 3 Years
22.69%
15.85%
Beta – 1 Year
1.24
1.00
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
-0.23
0.21
Sharpe Ratio – 3 Years
0.35
0.50
Worst Rolling Year
11.05%
9.10%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−29.75%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 40% · M 35% · S 22%
Number of Stocks
29
23
Portfolio P/E
46.19
21.69
Top 5 Holdings
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%